As we only provide automated investment advisory services, here are our answers to the Conversation Starters: 

Given my financial situation, should I choose investment advisory services?  Why or why not?

Treeview Capital is an investment advisory and not a broker-dealer. We will provide our services over time. Treeview Capital is for those investors who know what type of investment they are looking for and do not need assistance from a human advisor. A broker-dealer is focused on specific transactions. You can learn more about the differences at Investor.gov/CRS.

How will you choose investments to recommend to me?

Treeview Capital searches for investment funds with high initial investment minimums that are in demand by retail investors. We will negotiate a lower initial investment minimum and make it available to clients. Treeview Capital will also identify classes of mutual funds that are only available through an investment advisor. Ultimately, you will choose the investment from our list of recommendations.

What is your relevant experience, including your licenses, education and other qualifications?  What do these qualifications mean?

The Principal of Treeview Capital holds a Series 65 license and 30 years of investment experience. Educational accomplishments include a Masters of Business Administration and a Bachelor of Science in Computer Science. This experience has been combined into creating an interactive online platform for recommending investment funds. 

Help me understand how these fees and costs might affect my investments.  If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?

Depending on the investment fund you purchase, all $10,000 may get invested. Schwab charges a $24 commission on some funds. Every month, Treeview Capital will send you an invoice for our advisory fee which will be deducted from your Schwab account. On a $10,000 investment, the advisory fee would be $2.50 per month.

How might your conflicts of interest affect me, and how will you address them?

Treeview Capital earns more fees when your account is larger. We will recommend investment funds that you can only access through an advisor. Our research will focus only on those investments that we would invest in ourselves. 

As a financial professional, do you have any disciplinary history?  For what type of conduct?

We have no disciplinary history. 

Who is my primary contact person?

As an internet-only investment advisor, there is no primary contact person. Your primary contact will be our website at https://Treeview.Capital. 

Is he or she a representative of an investment adviser or a broker-dealer?

Treeview Capital is an investment advisor.  

Who can I talk to if I have concerns about how this person is treating me?

If you have problems with the interactive website, you can email Support@Treeview.Capital.